Working with your legal and accounting advisors to plan solutions for preserving your legacy
While wealth provides security, it also provides choices. Who will benefit from the assets you have painstakingly accumulated? How will you be remembered? What will be your legacy? How much is needed to achieve your dreams for future generations?
Calculating the future value of your estate and selecting beneficiaries is only the beginning. Estate planning involves complex concepts that are regulated by varying state and federal laws. Challenging, yes, but successfully managing the transfer of your accumulated wealth is the cornerstone of a lasting legacy.
Your financial planner will work with your legal, tax and accounting specialists to help you create an estate plan solution that considers what you want to do for yourself, your family and friends, and the world around you.
Financial Planning services are offered by BBVA Wealth Solutions, Inc., an affiliate of Compass Bank.
Neither BBVA Compass, nor any of its affiliates, is providing tax or legal advice for your individual situation. You should always consult your individual tax or legal advisor about your personal tax situation.
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